Ruth
Trautwein
Stegner Investment Associates Inc
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About this Advisor
Ruth Trautwein is a financial advisor operating out of Louisville, Kentucky with 18 years of industry experience. Trautwein is an advisor for Stegner Investment Associates Inc. They have been employed by Stegner Investment Associates Inc for their whole career. Trautwein holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Kentucky and Texas. Stegner Investment Associates Inc is a financial advisory business that has its headquarters in Louisville, KY. It controls $2 billion in assets under management between its 730 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 730 client accounts, 47% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Stegner Investment Associates Inc can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stegner Investment Associates Inc Brokerage Details
$1,728,294,955
10
730
$2,367,527
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ruth Trautwein Work History
Ruth has been registered as a financial advisor for 18 years.*
Stegner Investment Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ruth Trautwein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stegner Investment Associates Inc
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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